Forum Financial Management, LP
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $1.81M | 0.0% |
| ISHARES GOLD TR | $1.77M | 0.0% |
| BlackRock, Inc. | $1.76M | 0.0% |
| S&P Global Inc. | $1.74M | 0.0% |
| THERMO FISHER SCIENTIFIC INC. | $1.72M | 0.0% |
| NORFOLK SOUTHERN CORP | $1.70M | 0.0% |
| ASTRAZENECA PLC | $1.70M | 0.0% |
| CVS HEALTH Corp | $1.69M | 0.0% |
| General Motors Co | $1.65M | 0.0% |
| ANALOG DEVICES INC | $1.65M | 0.0% |
| BANCO BILBAO VIZCAYA ARGENTA | $1.64M | 0.0% |
| STARBUCKS CORP | $1.63M | 0.0% |
| MetLife Inc | $1.63M | 0.0% |
| VANGUARD STAR FDS | $1.62M | 0.0% |
| TAKEDA PHARMACEUTICAL CO LTDTAK | $1.60M | 0.0% |
| VANGUARD SPECIALIZED FUNDS | $1.58M | 0.0% |
| PEPSICO INC | $1.56M | 0.0% |
| PACCAR INC | $1.56M | 0.0% |
| TJX Cos Inc/The | $1.53M | 0.0% |
| TEXAS INSTRUMENTS INC | $1.51M | 0.0% |
| BERKSHIRE HATHAWAY INC DEL | $1.51M | 0.0% |
| Eaton Corp plc | $1.50M | 0.0% |
| CORNING INC /NY | $1.49M | 0.0% |
| Intuitive Surgical Inc | $1.48M | 0.0% |
| Air Products & Chemicals, Inc. | $1.48M | 0.0% |
| US BANCORP \DE | $1.47M | 0.0% |
| Williams Cos Inc/The | $1.46M | 0.0% |
| NOVO-NORDISK A S | $1.45M | 0.0% |
| ADOBE INC. | $1.45M | 0.0% |
| The Boeing Company | $1.45M | 0.0% |
| DIMENSIONAL ETF TRUST | $1.44M | 0.0% |
| Cigna Group | $1.44M | 0.0% |
| Comcast Corp. | $1.43M | 0.0% |
| The PNC Financial Services Group, Inc. | $1.42M | 0.0% |
| VANGUARD MALVERN FDS | $1.41M | 0.0% |
| Accenture plc | $1.40M | 0.0% |
| BOSTON SCIENTIFIC CORP | $1.40M | 0.0% |
| FedEx Corp | $1.39M | 0.0% |
| STRYKER CORP | $1.39M | 0.0% |
| AMERICAN CENTY ETF TR | $1.38M | 0.0% |
| ING GROEP N.V. | $1.37M | 0.0% |
| AMERICAN CENTY ETF TR | $1.36M | 0.0% |
| AUTOMATIC DATA PROCESSING INC | $1.35M | 0.0% |
| TRAVELERS COMPANIES, INC. | $1.34M | 0.0% |
| Elevance Health Inc | $1.32M | 0.0% |
| PROGRESSIVE CORP/OH | $1.32M | 0.0% |
| VANGUARD INDEX FDS | $1.32M | 0.0% |
| Blackstone Inc | $1.28M | 0.0% |
| TORONTO DOMINION BK ONT | $1.27M | 0.0% |
| SHOPIFY INC | $1.26M | 0.0% |